DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Weaver Capital Management, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| James E White | Weaver Capital Management, LLC independent RIA | Forty Two Wealth LLC state registered | RIA to a state-registered adviser | Mar 11, 2024 | May 31, 2024 (81 d) |
| Logan Michael Collie | Weaver Capital Management, LLC independent RIA | Securities America Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 31, 2022 | Mar 14, 2022 (42 d) |
| Dewitt Thompson Weaver | Weaver Capital Management, LLC other | Fisherman Capital Management, LLC state registered | Other | Dec 17, 2008 | Apr 26, 2006 |
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3 moves match.